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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,592 | $85,171-59.4% | $172,753-80.0% | $72,976-52.6% |
| Participation rate | 52.9% | 70.1%-17.1pp | 82.6%-29.7pp | 69.5%-16.5pp |
| Annual return | 4.50% | 27.32%-22.8pp | 803.00%-798.5pp | 81.02%-76.5pp |
| Employer contribution / active EE | $1,190 | $3,324-64.2% | $5,144-76.9% | $2,440-51.2% |
| Participant deferral / active EE | $2,412 | $3,260-26.0% | $5,198-53.6% | $3,608-33.1% |
| Admin fee / account holder | $4,247 | $5,880-27.8% | $13,956-69.6% | $5,124-17.1% |